College Savings

We know that saving for education is important. And we also know that making a realistic savings plan can be challenging. We make saving for education easier through accessible and affordable 529 college savings plans and Coverdell education savings accounts.

Help Give a Child a Brighter Future

We service a complete suite of products to help families save for one of life’s proudest moments: earning an education.

529 Plans

A 529 is an investment account designed specifically for saving for college. There are many 529 plans sponsored by states across the country. While they share many of the same features—such as tax savings—each plan is unique and comes with its own benefits.

Coverdell Solutions

Coverdell education savings accounts are a great way for financial institutions to round out their retirement savings business. Although these accounts are primarily to help families save for education, their operation is similar in function to IRAs and HSAs. They offer an opportunity to differentiate your business and offer families a holistic savings solution.

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Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

The availability of tax advantages or other benefits may be contingent on meeting other requirements. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. You may also contact your home state’s 529 plan(s), or any other 529 plan, to learn more about those plans’ features, benefits and limitations.